Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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KELVIN ARIAS

New York,NY

Summary

Detail-oriented analyst with academic training in actuarial science and professional experience in financial data review, invoice auditing, and reconciliation. Proficient in Excel and SQL with a strong understanding of benefit programs, premium evaluation, and payment accuracy. Strong judgment, discretion, and communication skills.

Overview

9
9
years of professional experience

Work History

Financial & Data Analyst

Nina Barnett Photography
01.2024 - Current
  • Conduct detailed reconciliation of invoices and payment data using Excel and Power BI.
  • Analyze financial data to support budget forecasts and strategic decisions.
  • Coordinate the review of client financial statements and provide audit-ready documentation.

Men's Warehouse Lead

Nordstrom Rack
10.2016 - 03.2020
  • Managed payment resolution processes and conducted operational audits to ensure billing accuracy.
  • Provided customer-facing support related to financial transactions and inventory alignment.
  • Mentored and trained team members on compliance procedures and reporting.

Education

Bachelor of Arts - Actuarial Science

Baruch College CUNY
New York, NY
09.2024

Bachelor of Science - Psychology

Liberty University
Lynchburg, VA
12.2020

Skills

  • Microsoft Excel (including reconciliation and data validation)
  • Word
  • Outlook
  • Power BI
  • SQL
  • Python
  • VBA
  • Financial Auditing
  • Reconciliation
  • Rate Analysis
  • Confidential Data Handling

Accomplishments

    Exam Probability -Passed

    Exam FM - Passed

Timeline

Financial & Data Analyst

Nina Barnett Photography
01.2024 - Current

Men's Warehouse Lead

Nordstrom Rack
10.2016 - 03.2020

Bachelor of Arts - Actuarial Science

Baruch College CUNY

Bachelor of Science - Psychology

Liberty University